XXV vs. QYLD

Last updated Jun 4, 2026

XXV (Simplify Ancorato Target 25 Distribution ETF) and QYLD (Global X NASDAQ 100 Covered Call ETF) are both exchange-traded funds - XXV is a Derivative Income fund actively managed by Simplify, while QYLD is a Nasdaq-100 fund tracking the CBOE NASDAQ-100 Buy Write V2. XXV is actively managed, while QYLD is passively managed. A 0.58 correlation means they provide meaningful diversification when combined. XXV charges 0.85%/yr vs 0.60%/yr for QYLD.

Performance

XXV vs. QYLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Ancorato Target 25 Distribution ETF (XXV) and Global X NASDAQ 100 Covered Call ETF (QYLD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XXV achieves a 4.52% return, which is significantly lower than QYLD's 7.88% return.

XXV

• 1D: -0.58%
• 1M: 3.95%
• YTD: 4.52%
• 6M: 5.13%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

QYLD

• 1D: -0.06%
• 1M: 1.62%
• YTD: 7.88%
• 6M: 9.97%
• 1Y: 23.93%
• 3Y*: 13.80%
• 5Y*: 8.43%
• 10Y*: 9.80%

*Multi-year figures are annualized to reflect compound growth (CAGR)

XXV vs. QYLD - Yearly Performance Comparison

	2026 (YTD)	2025
XXV Simplify Ancorato Target 25 Distribution ETF	4.52%	4.10%
QYLD Global X NASDAQ 100 Covered Call ETF	7.88%	4.09%

Correlation

The correlation between XXV and QYLD is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025	0.58

Return for Risk

XXV vs. QYLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QYLD

QYLD Risk / Return Rank: 88
QYLD Sharpe Ratio Rank: 84
QYLD Sortino Ratio Rank: 85
QYLD Omega Ratio Rank: 92
QYLD Calmar Ratio Rank: 86
QYLD Martin Ratio Rank: 94

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XXV vs. QYLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and Global X NASDAQ 100 Covered Call ETF (QYLD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	XXV	QYLD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.80	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.58	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.63	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.38	0.59	+0.79

Drawdowns

XXV vs. QYLD - Drawdown Comparison

The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum QYLD drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for XXV and QYLD.

Drawdown Indicators

	XXV	QYLD	Difference
Max Drawdown Largest peak-to-trough decline	-8.90%	-24.75%	+15.85%
Max Drawdown (1Y) Largest decline over 1 year	—	-4.97%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.06%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.61%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-24.75%	—
Current Drawdown Current decline from peak	-1.74%	-0.06%	-1.68%
Average Drawdown Average peak-to-trough decline	-2.09%	-3.84%	+1.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.85%	—

Volatility

Volatility by Period

	XXV	QYLD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.85%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.12%	—
Volatility (1Y) Calculated over the trailing 1-year period	12.52%	8.58%	+3.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.52%	14.70%	-2.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.52%	15.49%	-2.97%

XXV vs. QYLD - Expense Ratio Comparison

XXV has a 0.85% expense ratio, which is higher than QYLD's 0.60% expense ratio.

Dividends

XXV vs. QYLD - Dividend Comparison

XXV's dividend yield for the trailing twelve months is around 12.84%, more than QYLD's 11.46% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
QYLD Global X NASDAQ 100 Covered Call ETF	11.46%	11.55%	12.50%	11.78%	13.75%	12.85%	11.16%	9.84%	12.44%	7.69%	9.15%	9.42%
XXV Simplify Ancorato Target 25 Distribution ETF	12.84%	2.36%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XXV and QYLD in my portfolio?

XXV and QYLD have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XXV or QYLD?

On fees, QYLD is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XXV or QYLD?

QYLD is cheaper with a 0.60% expense ratio, compared with 0.85% for XXV.

Which ETF pays a higher dividend yield, XXV or QYLD?

XXV has the higher dividend yield at 12.84%, compared with 11.46% for QYLD.

What is the main difference between XXV and QYLD?

XXV is categorized as Derivative Income, while QYLD is Nasdaq-100. They also come from different issuers: Simplify and Global X. Their fees differ too: 0.85% for XXV and 0.60% for QYLD.